Introduction
Welcome to ParcelQuest, the friendliest real estate database and parcel map programs on the market.
With ParcelQuest you can:
- Find all property within a specified distance of your subject property.
- Automatically find the perfect comparable sales using the ParcelComps feature.
- Search the county’s property database using your own customized set of search criteria.
- Save your search criteria for later use to speed commonly run searches.
- Create customized list reports containing just the information you need on your target properties.
- Export data for mailing lists
- Print mailing labels in seconds.
- View and print the highest resolution APN maps available.
- Zoom and rotate maps for better viewing.
- Display and print index maps for fast area location.
- Print full or partial maps to scale or fit-to-page.
And Much More!
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Version 4.2 New Features Include:
- Auto-Select Unique Mailing Addresses
- Standardize Use Code for Searching and ParcelComps
- Export in Upper/Lower Case
- Autocomplete and Type Ahead
- APN on Map Status Bar
ParcelQuest 4.1 Included...
- Radius Searching
- Automatic ParcelComps™
- Save & Load Selected APN’s
- Search APN’s from Your Own File
- Create PDF’s of the Detail or Short Form --
- Great for an email attachment! Census Tract Data Included.
- Carrier Route Data Included!
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NEW HOT KEYS:
F5 - Execute the current search
F6 - Return you to the search criteria screen
F7 - Go to the list screen
F8 - Go to the detail screen
F9 - Go to the short profile screen
F10 - Go to the labels screen |
Customer Support (888) 217-8999
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Use Restrictions
Note: Use of the ParcelQuest program constitutes acceptance of the following use restrictions and acceptance of the Terms and Conditions enclosed with the disc.
Unless additional licenses are purchased, you may access ParcelQuest from a single workstation only.
The database may not be exported, in whole or in part, for the purpose of maintaining a database for use outside the ParcelQuest program.
Maps may be printed for internal use only. No part of the database or maps may be used for purposes of reselling or redistribution to a third party.
For more information on the Terms and Conditions for using ParcelQuest, see the Terms and Conditions sheet enclosed with your disc.
If you did not receive a copy of the Terms and Conditions, or if you wish to purchase licenses for additional ParcelQuest workstations, or a license to use the data separate from the ParcelQuest program call (888) 217-8999.
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- IBM PC or compatible, Pentium or higher.
- Microsoft Windows 98 or higher
- 64MB RAM memory.
- 10 MB or more free hard disk space.
- Windows Compatible Mouse
- Disc drive
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Installing ParcelQuest
Please note that ParcelQuest 4.2 contains information not available on earlier versions. Select one of the following installation options. ParcelQuest only needs to be installed once for all counties purchased to become operational.
Option 1: Install software only. Data and maps stay on the disc.
This option is recommended and requires the least hard drive space (less than 10MB).
- Insert any county data disc into your disc drive.
- Click the Start button and select Run from the menu.
- Type d:\setup at the Run prompt. If your disc drive uses a drive letter other than “d” use that letter instead in this line.
- Follow the on-screen instructions in the Setup program.
Option 2: Install software & maps on hard drive. Data stays on the disc.
This option is recommended for counties having separate data and map disc’s. Each map disc will require 600MB of free hard drive space.
- Follow the instructions for installing under Option 1, above.
- Insert the first “maps only” disc into your disc drive.
- Using Windows Explore, copy the county MAPS folder from the disc to the root directory of your hard drive.
- If you have additional map discs, repeat steps 2 and 3 until all map discs have been loaded.
NOTE: As you load successive map discs, be sure to copy the MAPS folder on each disc directly to the root directory of the hard drive. and NOT to the new MAPS directory created during loading of previous map discs.
Option 3: Install entire product onto a hard drive. or network server.
- Call CD-DATA for authorization and assistance. A valid license must be purchased for each workstation given access to the ParcelQuest product including data, images, software or documentation. Extra licenses are available at very low cost.
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Drop Down Menus and Toolbar
File Menu
Open County: Use this to switch counties.
Print: Prints records in List, Detail or Label format.
Print Preview: Shows what your printout will look like.
Print Setup: Allows you to change your printer settings.
Export Records: Allows you to export records from a search.
Generate PDF: Allows you to generate a .pdf file for a Detail or Short form page.
Program Options: Set up a user path for network usage. Please consult Technical Support before using this feature.
Exit: Exits ParcelQuest.
Edit Menu
This menu currently contains no entries.
Search Menu
New Search: Clear all search criteria and start over.
Open Saved Search: Re-load previously saved search criteria.
Save Search Criteria: Save your search criteria for later use.
Load APN List: Load a list of Assessor Parcel Numbers as search criteria. This can be used with an exported list from ParcelQuest (.pqm) or any .csv, .txt, or .prn file containing a list of APN’s.
List Menu
Load Template: Load a previously saved custom List Format.
Save Template: Save a customized List Format.
Select All: Tags all records in a list for print or export.
Clear All: Removes all tags from select records in a list.
Select Unique Mailing Addr: Removes duplicate records by tagging unique addresses for mailing.
Change Columns: Add new fields to the current List Format.
Reset default columns: Reloads default columns to the list.
Sort Options: Re-sort your results by a different criteria.
Save APN List: Save tagged APN's on the List Screen to be reloaded later (see Load APN List in the Search Menu).
Detail Menu
Radius Search: Finds all properties within a user-specified radius of a subject property.
ParcelComps: Finds recent sales of properties which are similar to a subject property.
Labels Menu
Options: Select a different label type and content.
Help Menu
County Use Codes on Web: Uses your internet connection to link to the County’s use code table.
County Data Sheet on Web: Uses your internet connection to show the County’s data coverage.
PQ4 Help on Web: Uses your internet connection to the PQ4 User Guide..
About PQuest: Shows the current ParcelQuest version
License: Shows the current ParcelQuest software License.
Main Tool Buttons
Exit: Exit ParcelQuest and returns you to Windows.
Open County: Use this each time you switch counties.
APN Map: Displays the APN map for the current property.
Print: Opens the print dialog box.
Search: Switches to the Standard Search screen in order to run a new search.
List: Displays search results in a spreadsheet style format.
Detail: Displays a full-page report on a single property.
Short: Displays the full-page, “Short Report” with 5 properties on a page.
Labels: Displays properties in a variety of mailing label formats.
Select All: Selects all records for printing or exporting.
Clear All: Deselects all selected records.
Prior: Displays the previous record in your search.
Next: Displays the next record in your search.
Export: Allows you to export records from a search.
Secondary Tool Buttons
Standard: Opens the Standard Search menu. A Standard Search is first required in order to do a radius or ParcelComps search.
Radius: Finds all properties within a user-selected radius of a subject property.
ParcelComps: Opens the ParcelComps Search menu. Finds recent sales of properties which are similar to a subject property.
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Standard Search Screen
- Search Field List
This list at the left-hand side of the Search screen displays all the fields available in ParcelQuest. Fields containing data for any given county will be shown in black. Field names displayed in gray are not available for the current county.
“Include” Checkbox
This checkbox to the right of your search criteria tells ParcelQuest whether or not to include the criteria in the next search. Using this checkbox, you can easily take out and add back search criteria without having to delete and retype it. This is helpful when you want to quickly see the effect of a particular criteria on your overall search results. Each time you change the status of an Include checkbox, you must click Start Search to get a new search count.
“Remove” Buttons
These buttons found to the right of your search criteria allow you to quickly remove a criteria from your list. Once you have removed a criteria, you must click Start Search to get a new search count.
Selected Search Criteria Table
This table displays the fields you have selected to search by, the criteria you have entered, and, after you start the search, the number of records found matching each criteria.
Start Search/Stop Search
This button starts and stops the search process. If you stop a search before it is finished, ParcelQuest will immediately display the matching properties found to that point.
Search Tips
This box at the bottom of the Search Screen will show you how to enter search criteria properly for each field to get the results you’re looking for. This box contains tips on data formats, how to search for a range of values, and other useful information.
Total Found
This is the total number of properties found matching ALL of your included search criteria.
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Creating a Standard Search
ParcelQuest gives you the ability to create custom searches and locate the properties of interest. The available data fields appear in a list on the left side of the Search Screen.
To create a new search just follow these simple steps:
- Click on the field you want to search by in the Search Field List to open the field’s data entry prompt.
- Enter your search criteria (APN, name, address, etc). Note: For text entries the Autocomplete and Type Ahead features may also be used. Please reference Autocomplete/Type Ahead.
- To enter another criteria for the same field, just press the enter key on your keyboard. This will add another entry box below your existing criteria(s) where you can enter another criteria. Repeat step 3 to enter additional criteria. To enter criteria for another field, repeat steps 1,2, & 3.
- To remove a criteria, click the Remove button to the right of the criteria you wish to remove.
- Click the Start Search button.
Using the “<" ">" operators in your search
You can use the “” operators to specify “less than” and “greater than” conditions in your search criteria. For example, the following APN criteria “<012-032-033” will return all APNs of 012-032-032 and less. A Total Value criteria of “>250000” will return all total values of 251,000 and greater. These conditional operators can be used on string and numeric fields such as: APN, Zip code, Use Code, Improvement %, TRA, Land Value, Lot Square feet, and Sales Transfer amount.
Pull-down list and word fields like owner name, Mail and Situs City, Parcel Status, Homeowner Exemption, and Sale Doc # do not support the conditional operators.
All and None Entry Options
To search for all records wherein a particular field contains data and is not blank, simply type All at that field’s entry prompt or click the All checkbox if the field has an entry list prompt box.
To search for all records wherein a particular field is blank simply type None at the entry prompt.
The All entry option is handy when you don’t care what data is in a field, but you do want the field to show something, such as All properties showing a square footage value. This entry option is most commonly used in combination with other criteria.
The None entry option is handy when you’re looking for properties not showing a particular data item, such as no sales information, indicating the property has not been sold since the Assessor began doing electronic record keeping.
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Autocomplete/Type Ahead Option
These entry tools make running your searches even quicker.
Autocomplete checks the database to fill in your information as you type. To disable Autocomplete:
- Go to the File Menu.
- Click Program Options.
- Uncheck "Enable Auto-Complete when entering Criteria Values"
Type Ahead gives you a browse menu that jumps to your entry. To use Type Ahead:
- Click on a text field in the Search Field List. (Ex: Name, Street Name)
- Press F2 on your keyboard.
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Saving & Opening Search Criteria
Saving Search Criteria for Later Use
- After entering all your search criteria, go to the Search Menu above the APN Map button, and select the Save Search Criteria option.
- Give your search criteria file a name. The program will automatically assign a file extension.
- Click the OK button.
Opening a Saved Search Criteria File
- Go to the Search Menu located above the APN Map button and select the Open Saved Search option.
- Double-click the name of the search criteria file you want to reload. The saved search criteria will automatically be loaded into the Search Table and the name of the criteria file will display at the bottom of the program window.
- Click Start Search to begin retrieving records, or modify the criteria as necessary and then begin the search.
Load APN List
This function allows you load a previously saved APN list (.pqm), or import any .csv, .txt., or .prn file that contains a list of APN’s. Once the list is loaded, you may add additional search criteria. Click the Search Button to complete the search.
- Go to the Search menu and choose Load APN List.
- Locate the file you would like to open. You may need to change the “Files of Type” and/or the “Look In” location. Click on the file name then click on the OK button.
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Radius Search
The Radius Search is designed to give you a list of properties within a specified boundary. In order to run a Radius Search, a Standard Search must be completed and a subject property selected on the List Screen. To select a subject property, click anywhere on the List view line containing your property, or display the property in the Detail view.
- Click Radius Search on the Tool Bar. Note: Your subject property information will display on the Radius Search screen.
- Enter the radius boundary in whole numbers.
- Select either “Feet” or “Miles”.
- Click Begin Search.
- Select or de-select “Switch to List view after search completes”. If checked, the system will immediately display the List Screen. If unchecked, the system will complete the search and remain on the Radius Search Screen. Click List on the Tool Bar to display the List Screen.
- The List Screen will display the results from the Radius Search. The subject property is highlighted in green.
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Automated ParcelComps Search
The ParcelComps™ Search is designed to automatically give you a list of comparable properties as they relate to a subject property. In order to run a ParcelComps Search, a Standard Search must be completed and a subject property selected on the List Screen. To select a subject property, click anywhere on the List view line containing your property, or display the property in the Detail view.
- Click ParcelComps™ on the Tool Bar. Note: Your subject property information will display on the ParcelComps™ Search screen.
- Review the Search Criteria Box. The system will automatically complete the data fields based on the subject property.
To change the search data:
a. Double-click on the criteria box you wish to change.
b. Enter/change information.
- Select or de-select “Switch to List view after search completes”. If checked, the system will immediately display the List Screen. If unchecked, the system will complete the search and remain on the ParcelComps Screen. Click List on the Tool Bar to display the List Screen.
Search Criteria:
Field: These are the data fields used for a ParcelComps™ Search, including Sale 1 Transfer Amt, Sale 1 Recording Date, Bedrooms, Full Baths, Bldg/Liv Area, Lot SqFt, Pool Code, Situs City, Use Description, and Distance Miles.
Subject: This is the specific information on the subject property.
Default Range: This is the default tolerance of the search.
Search Criteria: This is the search criteria based on the subject property data and the default range. You can manually change data. To change the search criteria data:
a. Double-click on the criteria box.
b. Enter/change information.
Results: This is the result total for the specific field.
Include: This checkbox to the right of your search criteria tells ParcelQuest whether or not to include the criteria in the next ParcelComps search.
Total Found: This is the total number of properties found matching ALL of your included search criteria.
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Customizing the List Screen
When you are ready to view the results of your search, you have four display options—List, Detail, Short and Labels. The List screen displays property information in a spreadsheet or table format. It will display after a Standard Search, Radius Search or ParcelComps™ Search. If the data displayed came from a Radius or ParcelComps™ Search, the subject property will be highlighted in green.
Use the scroll bar at the right of the List display to move up or down through the list of records. Use the scroll bar at the bottom of the List display to see more data columns on your format.
Adding Fields/Columns to a List Form
- Go to the List menu and select “Change Columns”.
- Scroll through the field list on the left and find the field you wish to add.
- Click on the desired field on the left and click the single right arrow button found between the two field lists.
- The list on the right shows the fields on your List Screen. The fields as listed top-down will create columns left to right.
- Order the fields in the list on the right they way you want to see them ordered on your List Screen. To move a field, click on the field name and click the Move Up or Move Down button until the field is in the desired order.
Note: Any changes made to your List form will be permanent until you change the form again--even after you exit ParcelQuest. ParcelQuest also automatically fits your form to the paper. If the autofit makes the text too small, print in landscape mode, shrink the column widths, or remove any unnecessary columns.
Deleting Fields/Columns from a List Form
- Go to the List menu and select Change Columns.
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Select the field you wish to delete from the list on the right, and click the single left arrow button found between the two field lists.
Saving a Customized List Form
- Go to the List menu and choose the Save Template option.
- Enter a filename.
- Click the OK button.
Loading a Previously Saved Custom List Form
- Go to the List menu and choose the Load Format option.
- Double click on the name of the format you wish to load, or single click the format name and click the OK button. The display will change to show your selected format. The new format will remain active until changed or until another format is reloaded.
Saving a customized APN List.
This feature allows you to save tagged APN's for later use.
- Click on the gray check box found to the far left of the desired property. A check mark will appear next to the record number indicating it is selected. To deselect a property, click the check box again and the check mark will be removed. Continue this process until you have selected all the records you need. You can also use the Select All or Clear All Buttons.
- Go to the List menu and choose the Save APN List option.
- Enter a filename.
- Click the OK button.
- The system will automatically save your file with the extension .pqm (ParcelQuest Criteria).
Loading a Previously Saved Custom APN List
All previously saved APN lists must be loaded from the Search Screen. Please see “Load APN List” above.
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Sorting Search Results
Note: All searches are automatically sorted in ascending APN sequence. To change the sort order you have two options depending on if the field you want to sort by is a column currently displayed on the List Screen:
Option 1: If the field is displayed as a column
- Click on the column title and the records will automatically sort by that column.
- To reverse the order of the sort (ascending to descending and back), click on the column title a second time.
Option 2: If the field is NOT currently displayed.
- Go to the List menu and choose Sort Options.
- Select a field from the field list.
- Choose Ascending or Descending as your sort order.
- Click OK.
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Selecting Specific Properties for Print/Export
- While viewing the List screen, click on the gray check box found to the far left of the desired property. A check mark will appear next to the record number indicating it is selected. To deselect a property, click the check box again and the check mark will be removed. Continue this process until you have selected all the records you wish to print or export.
OR
- If you want to select all but a few records, click the Select All button and then individually deselect the unwanted records. To deselect all of your selected records simultaneously, click the Clear All button.
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Detail Screen
The Detail screen shows all the information available on a single property. This is also the screen which must be active in order to setup mailing labels.
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Short Screen
The Short screen shows basic information on 5 properties per page. If using a Radius or ParcelComps search, the Short screen will include subject property and distance from subject property.
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Printing Records
Printing a List
- While viewing the List screen, click the Print button.
- Choose how many records to print (All, Selected Records, or a Range of Records) and whether you want your printout in Portrait or Landscape format. The term “Selected Records” is only applicable if you have tagged specific records on the List for printing.
- Click the OK button.
Printing a Property Detail
- While viewing the Detail screen, click the Print button.
- Choose how many records to print (All, Current Record, Selected Records, or a Range of Records) and whether you want your printout in Portrait or Landscape format. The term “Selected Records” is only applicable if you have tagged specific records on the List for printing.
- Click the OK button.
Printing a Short Form
- While viewing the Short form, click the Print button.
- Choose how many records to print (All, Current Record, Selected Records, or a Range of Records) and whether you want your printout in Portrait or Landscape format. The term “Selected Records” is only applicable if you have tagged specific records on the List for printing.
- Click the OK button.
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Printing Labels
- After running a search, if you wish to make labels only for specific properties, select the properties while viewing the List form by clicking the gray checkboxes at the far left.
- Once you have selected the properties you want, or if you want labels for all the properties, click the Labels button on the toolbar.
- Choose the Avery label format you wish to use, then the APN and address options you want, and click OK.
- Click the Print button and select whether to print All records, Selected Records, or a Range of records and click OK.
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Exporting Property Data
- After running a search, if you wish to export only specific properties, select the properties while viewing the List form by clicking the gray check boxes at the far left.
- Click the Export button on the toolbar.
- Click the Select File button.
- Enter a filename and click OK. Note that the file will automatically be saved to the C:\PQ4\Data folder. You may save the file to any alternate location, just be sure to remember where you put it.
- Choose which records to export (All, Selected Records, or a Range of Records). The term “Selected Records” is only applicable if you tagged specific records on the List.
- Select the data fields you want to export by clicking on the field names in the left hand list and then clicking the single right arrow button (>). Note: To display the owner's name as first name, last name (ex: John Smith) select "Mail Name."
- We recommend you also check the “Include Field Names” checkbox. This will output the selected field names as your first record to help you remember the field sequence when you go to import the data into another program. You can also export your records in Upper/Lower case by checking the box "Export text in Upper/Lower case."
- Once you have all the fields you want to export showing in the right hand list, click Begin Export.
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Saving & Loading an Export Field List
Saving an Export Field List to Reuse Later
- After you have all the export fields you want showing in the right hand list of the Export Records dialogue box, click the Save Selects button.
- Give your field name file a name.
- Click the OK button.
Loading a Previously Saved Export Field List
- While viewing the Export Records dialogue box, click on the Load Selects button.
- Double click on the field list filename you wish to reload, or single click on the filename and then click OK. Your export field list will be reloaded.
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Generating a .PDF File
You may generate a .pdf file of the Detail report or Short report. A .pdf file is a standard file format that is used to easily save, view, and email files. To view the file you will need Adobe Acrobat software.
- Click on the File Menu.
- Click on Generate PDF.
- Use the Browse button to enter a file name and directory where you will save the file.
- Select either the Detail or Short by clicking on the radio button.
- Select whether to save the Current Record, Selected Records, All Records or a Range of records and click OK.
The file will be saved with a .pdf extension. This file can now be printed, viewed or emailed.
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Standardized Use Description
CD-DATA has created a list of Standardized Use Description to aid in locating property by its use. Please note these this list was created by CD-DATA and should be used for reference only.
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Importing Records into Microsoft Excel 2000 and XP
Before you begin: You must already have exported records out of ParcelQuest into a file and have the name and location of the file ready.
- In Excel, click on the File Menu and choose Open.
- Select the drive where you saved the exported file.
- Select the export file (.csv). Note: Be sure to select Comma Separated Values in the Files of Type box at the bottom of the window.
Depending on what version of Microsoft Excel you have, it may ask to walk through the following steps to open the file.
- Data Type: Select Delimited and click the Next button.
- Select the Delimiters: Click the box for Comma to check it.
- Set the Text Qualifier: Choose the double quote marks (“). At this point, the data preview should look correct. If so, click the Next button.
- Set the Data Form: Select the General Format and click the Finish button. The information is now in a database format and can be used as an Excel database.
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Mail Merging Using Microsoft Word 2000
Note: The following instructions are for Microsoft Word 2000. If using a different version, the menu descriptions may be slightly different. However, the steps are the same. Please read the menu options carefully.
Before you begin: You must already have exported records out of ParcelQuest into a file and have the name and location of the file ready.
Common Export Fields for a Form Letter:
The most common fields exported from ParcelQuest for a form letter are as follows: Mail Name, Mail Street Addr, Mail City, Mail State, Mail Zip.
| 1. Open the Exported Address File |
| |
| a. |
Open a blank document in Microsoft Word. |
| b. |
Click on the File menu and choose Open. |
| c. |
Open your saved Export file (.csv), and click the Open button. (If you can't find your file, be sure you have opened the correct drive and file folders.) |
| d. |
The information will display as text with commas and quotation marks. |
(Example: "SMITH, JOHN","196 TAMALPA","FAIRFAX","CA","94930")
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| 2. Convert the Raw Address File to a Table |
| |
| a. |
Click the Edit menu and then the Select All function. This will highlight all the text. |
| b. |
Click the Table menu and choose the Convert function. |
| c. |
Choose Text to Table. A Text to Table menu will display: Number of Columns: Enter the number of columns needed for your data. (5 columns in the example above) Auto-Fix Behavior: Be sure the Fixed Width Column is marked. Separate Text: Click on the Comma button. |
| d. |
Click the OK button. The text should now be in columns. |
|
| 3. Clean the Data in the Table. |
| |
| a. |
Click the Edit menu and choose the Find option. |
| b. |
Click the Replace tab. The replace menu will appear. |
| c. |
Remove the quotation marks from the data by entering the following: Find What: Enter a single quotation (") Replace What: Leave this field blank. |
| d. |
Click on Replace All. The data should now be in columns without quotation marks. |
|
| 4. Add a Title Row and Save the Address File |
| |
| a. |
Highlight the first row in the table. |
| b. |
Click on the Table menu and choose Insert. |
| c. |
Click on Row Above to add a blank row. |
| d. |
In the blank row, type column headings. These will be used in your form letter. Appropriate column headings for the example above would be: Name, Address, City, State, Zip |
| e. |
Click on the File menu and choose the Save As function. |
| f. |
Save the file as a Word document, and be sure to note the file name you assign it. |
| g. |
Close the file. |
|
| 5. Create a Form Letter |
| |
| a. |
Open a blank document and write your form letter, leaving blank space for the information from the table. (Example: Dear , ). If you have already written the letter, open the letter at this time. |
| b. |
Click on the Tools menu and choose the Mail Merge option. The Mail Merge menu will appear. |
| c. |
Click on Create. At the drop down menu, click Form Letter. |
| d. |
At the question prompt, click on Active Window. |
| e. |
Click on Get Data. At the drop down menu, click Open Data Source. |
| f. |
Find the Address table file you saved in Step 4f and click Open. |
| g. |
A message will display. Click on Edit Main Document. |
| h. |
The cursor will now be in the form letter. In the upper left hand side of the screen you will see three new drop down boxes:
Insert Merge Field
Insert Word Field
<> |
| i. |
In the form letter, place your cursor where you would like to add information. |
| j. |
Click the Insert Merge Field drop down box. A field heading list will display. |
| k. |
Click on the field you would like to insert. The field name will now appear at the position of your cursor. |
| l. |
Repeat for each field in your letter. To delete a field, highlight the field and press the Delete key. |
| m. |
Click on the <> button to display the first record. |
|
| 6. Merge the Letter and Address File |
| |
| a. |
Once the letter is complete, click on the Tools menu, and choose the Mail Merge option. |
| b. |
Click on the Merge… button. |
| c. |
Click on the Merge To: drop down menu to view merge options. New Document: Merges all records into your form letter with a page break between each record. Printer: Merges records with your form letter directly to the printer. |
| d. |
Click on the records to be merged. All: Will merge all the records From: Will merge a range of records |
| e. |
Accept the default for When Merging Records option. |
| f. |
Click on the Merge button. |
| g. |
If merged to a file, save the file and print as needed. |
| h. |
If merged to the printer, your form letters will print automatically. |
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Mail Merging Using Microsoft Word XP
Note: The following instructions are for Microsoft Word XP. If using a different version, the menu descriptions may be slightly different. However, the steps are the same. Please read the menu options carefully.
Before you begin: You must already have exported records out of ParcelQuest into a file and have the name and location of the file ready.
Common Export Fields for a Form Letter:
The most common fields exported from ParcelQuest for a form letter are as follows: Mail Name, Mail Street Addr, Mail City, Mail State, Mail Zip.
| 1. Open the Exported Address File |
|
| a. |
Open a blank document in Microsoft Word. |
| b. |
Click on the File menu and choose Open. |
| c. |
Open your saved Export file (.csv), and click the Open button. (If you can't find your file, be sure you have opened the correct drive and file folders.) |
| d. |
The information will display as text with commas and quotation marks. |
(Example: "SMITH, JOHN","196 TAMALPA","FAIRFAX","CA","94930")
|
| 2. Convert the Raw Address File to a Table |
| |
| a. |
Click the Edit menu and then the Select All function. This will highlight all the text. |
| b. |
Click the Table menu and choose the Convert function. |
| c. |
Choose Text to Table. A Text to Table menu will display: Number of Columns: Enter the number of columns needed for your data. (5 columns in the example above) Auto-Fix Behavior: Be sure the Fixed Width Column is marked. Separate Text: Click on the Comma button. |
| d. |
Click the OK button. The text should now be in columns. |
|
| 3. Clean the Data in the Table. |
| |
| a. |
Click the Edit menu and choose the Find option. |
| b. |
Click the Replace tab. The replace menu will appear. |
| c. |
Remove the quotation marks from the data by entering the following: Find What: Enter a single quotation (") Replace What: Leave this field blank. |
| d. |
Click on Replace All. The data should now be in columns without quotation marks. |
|
| 4. Add a Title Row and Save the Address File |
| |
| a. |
Highlight the first row in the table. |
| b. |
Click on the Table menu and choose Insert. |
| c. |
Click on Row Above to add a blank row. |
| d. |
In the blank row, type column headings. These will be used in your form letter. Appropriate column headings for the example above would be: Name, Address, City, State, Zip |
| e. |
Click on the File menu and choose the Save As function. |
| f. |
Save the file as a Word document, and be sure to note the file name you assign it. |
| g. |
Close the file. |
|
| 5. Create a Form Letter |
| |
| a. |
Open a blank document and write your form letter, leaving blank space for the information from the table. (Example: Dear , ). If you have already written the letter, open the letter at this time. |
| b. |
Click on the Tools menu, move the cursor to Letters and Mailings, and choose Mail Merge Wizard. |
| c. |
In the mail merge window to the right, the question prompt will ask you what type of document you are working on. Choose Letters. Click on Next. |
| d. |
The question prompt will ask you how you would like to set up your letters. Choose Use current document. |
| e. |
The question prompt will ask you to select recipients. Choose Use Existing List and click on Next. You will be prompted to select a data source. |
| f. |
At the Look In field, click the arrow to drop the list down. Choose the location and the name of the file you saved in step 4F. Your file will now appear as a list or records in a separate window. |
| g. |
You can go through the list and uncheck the records that you do not want in the mail merge. Click OK. Click on Next Link. |
| h. |
If you have not already done so, please write your letter. To add a field to your letter, click a location in the document, then click on the More Items…link. |
| i. |
In the separate window, choose Database Fields to insert. Select the field below that you would like to insert into the document. |
| j. |
Click on Insert to complete the field installation. |
| k. |
Click on another location in the document that you would like to add a field. Click on the More Items…link to add additional fields. |
| l. |
Click on Next to preview your letters. |
| m. |
You can preview your letters by toggling the double left “<>” arrow keys. At any time you can make changes to your address list by clicking the Edit Recipient List link. You can preview the changes by toggling the double left “<>” arrow keys. |
| n. |
Click on the Next Link to complete the merge. |
| o. |
To print your letters, click on the Print link. To export the letters to a new word document, choose the Edit Individual Letters link. |
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Viewing APN Maps Using ParcelQuest Maps
There are two ways to view APN Maps using the ParcelQuest Maps program: 1) by automatic link from the property data; or 2) by opening maps manually from a select location on the hard drive. Choose the method that best suits your needs.
Linking to Maps from Property Data
- After running a search in ParcelQuest, display either the List or Detail screen.
- With a property detail showing, or with a property highlighted on the List screen, click the APN Map button. ParcelQuest Maps will launch and your map will automatically display. Note: The currently selected APN will be displayed on the status bar at the bottom of the map viewer window.
- Once you are finished viewing the map and you wish to return to data, be sure to close ParcelQuest Maps.
Selecting a Map on your Hard drive or Disc
- Open ParcelQuest Maps by selecting it from the CD-DATA Products folder, or by double clicking on the icon on your desktop.
- Go to the File menu and select Open or click the Open Button (File Folder) on the Toolbar.
- Go to the “Look In” box and select your disc drive letter from the pull down list.
- Double click on the county “MAPS” folder. For example, in Alameda, click on ALAMAPS. In Los Angeles, click on LAXMAPS.
- When the list of map book (BK) directories appear, double click on the book number you want.
- Once in a map book, the map files are numbered based on book and page. Double click on the book and page number you want to view.
- When you are finished viewing the map, repeat steps 2-6 to open another map, or close ParcelQuest Maps.
Using the ParcelQuest Maps Easy Open function
- Open ParcelQuest Maps by selecting it from the CD-Data Products folder in your Start->Program’s menu, or by double-clicking the “PQmaps” icon on your desktop.
- A dialog screen will ask you to select the County, Book, and Page. In the County box, select the County you have loaded in your disc drive. Then enter the 2, 3, or 4 digit book number. Move to the next box and enter the 2, 3, or 4 digit page number.An example format is provided just below the County, Book, and Page boxes if you’re not sure how many digits to enter for the book and page. Click the OK button once you have finished.
- When you have finished viewing the map, go to Step 5 to open another map, or close ParcelQuest Maps.
- At the top left of the screen under the “Browse” drop down menu is a square button with a picture of an opened folder. This is the Easy Open button. Click this button, then repeat steps 2-4.
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Viewing Index Maps
There are two types of index maps: Countywide index maps, and Book index maps. The Countywide index map is an overall county view and shows where the individual map books lie within the county. The book index maps only cover a single map book, and show where the individual map pages lie within the book. These instructions will show you how to see either type.
- Open ParcelQuest Maps by selecting it from the CD-DATA Products folder, or by double clicking on the icon on your desktop.
- Go to the File menu and select Open.
- Go to the “Look In” box and select your disc drive letter from the pull down list.
- Double click on the county “MAPS” folder. For example, in Alameda, click on ALAMAPS. In Los Angeles, click on LAXMAPS.
- To view the countywide index map, when the list of map book (BK) directories appears, double click on book number zero. If you want a specific book index map, double click on that book number.
- Once in a map book, the index map will be comprised of the book number followed by zeros as a page number. In the case of the countywide index map, the entire filename is comprised of zeros. Double click on the index map you want to view.
- When you are finished viewing the index map, you may go from the countywide to a book index map, or go from a book index map to a map page by repeating these steps or following the similar steps under Manually Opening a Map Without Viewing Data.
- When you are finished viewing maps, remember to close ParcelQuest Maps.
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Zoom/Rotate/Browse Parcel Maps
Zooming In and Out
- To Zoom In, use your right mouse button to click and drag a window around the area you wish to expand.
- To return to viewing the full map at any time, simply give a single left click anywhere on the map.
Rotating the Map
- Go to the Orientation menu and select either Rotate Right or Rotate Left.
Note: Rotating the display does not affect the printout orientation. To rotate the image on a printout you must change the paper orientation by going to the File menu, selecting Print and then Setup.
Browsing Between Pages in a Map Book
- Click double left or right arrow buttons on the tool bar.
Browsing Between Sheets of a Map Page or Index
- Click the single left or right arrow buttons on the tool bar.
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Printing Maps
Printing an Entire Map Fit to Your Paper Size
- View the map. It does not matter if you’ve zoomed in or not.
- Click the Print Preview button.
- If the preview looks right, click the Print button to complete the process or click Close and start over.
Printing an Entire Map to the Original Scale
- View the map. It does not matter if you’ve zoomed in or not.
- Click the Print button.
- Click the Entire Map, and Original Scale buttons.
- Click the Print button.
Printing a Portion of a Map Fit to the Paper Size
- View the map. It does not if you’ve zoomed in or not.
- Use your Left mouse button to select an area for printing by clicking and dragging diagonally to create a black selection box.
- Click the Print Preview button.
- If the preview look like what you want, click the Print button. Otherwise, click the Cancel button and repeat the selection process.
Printing a Portion of a Map to the Original Scale
- View the map. It does not matter if you’ve zoomed in or not.
- Use your Left mouse button to select an area for printing by clicking and dragging diagonally to create a black selection box.
- Click the Print button.
- Click the Selected Area, and Original Scale buttons.
- Click the Preview button.
- If the preview look like what you want, click the Print button. Otherwise, click the Cancel button and repeat the selection process.
Note: Since the original maps were 11”x17” not all of your selection may fit on the page at scale.
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Copying Maps
Copying or Saving A Single Map to a Hard Drive
- View the map. It does not matter if you’ve zoomed in or not.
- Click File
- Click Copy
- The Batch Copy Window Opens
- The opened map will appear in the Selected Images column on the right. Note: The file name is a series of numbers that matches the parcel map book and page.
- Click the Destination Directory button ... and select the destination location. This is the location on the hard drive where the system will put the maps.
- Check the Rename to Tif checkbox. Note: You must click this box to ensure the map is saved as a .tif. A .tif file is a common image file format. A .tif image can be opened in various off-the-shelf image software.
- Click the Copy button.
Copying or Saving a Batch of Parcel Maps to a Hard Drive
- View the map. It does not matter if you’ve zoomed in or not.
- Click File
- Click Copy
- The Batch Copy Window Opens
- The opened map will appear in the Selected Images column on the right. Note: The file name is a series of numbers that matches the parcel map book and page.
- In the Available Images column select additional maps to copy. You can select multiple maps by pressing and holding the Ctrl key on the keyboard. Select all of the maps for copying by clicking the >> button. The files appear in the Selected Images column.
- Click the Destination Directory button ... and select the destination location. This is the location on the hard drive where the system will put the maps.
- Check the Rename to Tif checkbox. Note: You must click this box to ensure the map is saved as a .tif. A .tif file is a common image file format. A .tif image can be opened in various off-the-shelf image software.
- Click the Copy button.
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Rev. 10/11/07
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